Insider Trades: 6 ASX 200 directors bought and sold these stocks last week
Pro Medicus, REA Group and Amotiv insiders were found buying the dip, while a major James Hardie holder sold into strength.
.jpg)
Source: Shutterstock
Mentioned
Welcome back to the Insider Trades series – a weekly summary of on-market ASX 200 director transactions valued at more than $10,000. The below trades have all taken place between 9 February 2026 and 13 February 2026. Directors have up to 5 business days to notify the ASX of their trades.
Top ASX 200 Insider Buys
Code | Company | Date | Director | Price | Value |
|---|---|---|---|---|---|
PME | Pro Medicus | 13/02/26 | $119.81 | $249,204 | |
REA | REA Group | 12/02/26 | $165.27 | $181,797 | |
REA | REA Group | 12/02/26 | $169.18 | $109,797 | |
PME | Pro Medicus | 13/02/26 | $126.67 | $99,815 | |
REA | REA Group | 11/02/26 | $172.32 | $99,084 | |
AOV | Amotiv | 11/02/26 | $7.64 | $76,400 | |
REA | REA Group | 13/02/26 | $163.00 | $46,455 |
A closer look
Pro Medicus recorded two director trades on 13 February, with non-executive directors Anthony Glenning and Deena Shiff buying a combined $349,019 worth of shares. This follows a 30.2% selloff between 12-13 February, after the company's first-half FY26 result missed market expectations. However, analysts were quick to point to contract timing as a key driver of the miss. They noted the skew to a stronger second half looks more like a timing issue than a deterioration in demand. This selloff brings PME shares down 62% in the last six months, and now trades at a price-to-earnings of just 57x.
Pro Medicus price chart (Source: Market Index)
At REA Group, recent director purchases totaled about $437k (prices $163-172, average about $168), following a volatile first half FY26 results reaction on 6 February. On this day, REA shares opened 17.7% lower but recouped some of the decline to finish the session down 7.8% at $168.10. Some of the key numbers from the 1H26 result include:
Revenue up 5% to $916m vs $927.7m ests (1% miss)
Net profit from core operations up 9% to $341m vs $344.1m ests (1% miss)
EPS up 9% to $2.58 vs $2.64 ests (2% miss)
Interim dividend up 13% to $1.24 per share vs. Morgans ests of $1.29 (4% miss)
Announced on-market buy-back of up to $200m as part of capital management plan
On the outlook, REA expects FY26 national residential Buy listing volumes to decline 1-3%, versus prior guidance for broadly in line growth with FY25. Even so, management framed higher marketing spend as event-driven, while yield growth remained a key positive.
Elsewhere, Amotiv's CEO Graeme Whickman purchased $76,400 at $7.64 on 11 February. Amotiv shares opened 4.6% higher on results day (10-Feb) but finished around breakeven. The numbers were slightly ahead of consensus, but the 4WD segment disappointed, with weaker margins and subdued volumes dragging on the Group result. Amotiv shares dipped as much as 8.2% over the next three sessions and Whickman was found buying around the low. The stock is now trading at $8.46, or ~8% above his buy price.
Top ASX 200 Insider Sells
Code | Company | Date | Director | Price | Value |
|---|---|---|---|---|---|
JHX | James Hardie | 12/02/26 | $26.12 | $10,447,120 | |
CYL | Catalyst Metals | 10/02/26 | $7.77 | $5,830,525 | |
CIA | Champion Iron | 9/02/26 | $5.46 | $1,637,789 | |
CIA | Champion Iron | 9/02/26 | $5.35 | $267,489 |
A closer look
On the sell side, the most notable disclosure was at James Hardie Industries, where director Jesse Singh sold stock through a family trust structure. He continues to retain a meaningful ongoing interest across other holdings held via family entities.
Singh previously led The AZEK Company, now part of James Hardie, serving as CEO and President from June 2016 to June 2025. JHX’s Q3 result beat expectations, with earnings and margins ahead of consensus, alongside a lift in full-year guidance. The stock rallied 10.9% on the day of the announcement (11-Feb).
James Hardie price chart (Source: Market Index)
Its fourth-quarter outlook remained unchanged, many analysts viewed the guidance as conservative given the strength of the quarter and improving channel conditions.
